FSC Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
+36,678
| New | +$4.04M | 2.55% | 13 |
|
|
2025
Q1 | – | Sell |
-38,838
| Closed | -$3.94M | – | 290 |
|
|
2024
Q4 | $3.94M | Buy |
38,838
+1,072
| +3% | +$109K | 2.54% | 11 |
|
|
2024
Q3 | $3.62M | Buy |
+37,766
| New | +$3.62M | 2.6% | 11 |
|
|
2022
Q4 | – | Sell |
-1,226
| Closed | -$71K | – | 198 |
|
|
2022
Q3 | $71K | Hold |
1,226
| – | – | 0.68% | 27 |
|
|
2022
Q2 | $74K | Buy |
+1,226
| New | +$74K | 0.66% | 33 |
|